1. User's Guide
  2. Working with Standard Profitability and Cost Management Applications
  3. Managing Standard Profitability Allocations
  4. Working with Standard Profitability Assignment Rules

Working with Standard Profitability Assignment Rules

Assignments specify where allocation results are directed.

Frequently, models include multiple assignments that use the same parameters. To simplify the creation of multiple assignments that are similar in nature, you can create and reuse assignment rules that specify the assignment parameters.

An assignment rule is a collection of member sets and optional filter sets for a single destination stage. A filter is a collection of criteria that are applied to a dimension. The rules are created based on one or more of the following criteria:

  • Membership in a specific branch of the dimension hierarchy

  • Member name

  • Member alias

  • UDAs (User-defined attributes)

  • Attribute associations

The destinations returned by an assignment rule are the cross-product of the Level-0 members from all the dimensions in the destination stage, that pass the filter criteria applied to the rule.

While the assignment rules reduce the effort of creating and maintaining many individual assignments, they also react to metadata changes over time, so that the original business logic captured in the rule definition continues to generate correct assignment relationships.

You can create assignment rules, using the following options:

  • Define a specific set of member sets and optional filter sets for a single destination stage.

  • Define a Same As Source assignment rule that replaces the destination stage dimension members with the selected source when the calculation script is generated. See Creating Same As Source Assignment Rules.

Within a model, the definition of an assignment rule is the same in all POVs. Assignment rule selections can be imported into Oracle Hyperion Profitability and Cost Management, using the HPM_STG_ASGN_RULE_SEL staging table. See the "Standard Profitability Import Staging Tables" section in the Oracle Hyperion Profitability and Cost Management Administrator's Guide.

Two options are available to create and manage assignment rules, as follows: